| Cornerstone Planning Group LLC | 7 | $306 | 0.00% | −121−94.5% | Reduced |
| Walleye Capital LLC | 1 | $370 | 0.00% | −954−99.9% | Reduced |
| West Branch Capital LLC | 1 | $370 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $370 | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $370 | 0.00% | +1 | New |
| SWAN Capital LLC | 2 | $836 | 0.00% | −12−85.7% | Reduced |
| PEAK6 LLC | 3 | $1.09K | 0.00% | −850−99.6% | Reduced |
| HFM Investment Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $1.11K | 0.00% | +3 | New |
| Davis Capital Management | 3 | $1.11K | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $1.11K | 0.00% | +3 | New |
| Clarity Asset Management, Inc. | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 4 | $1.44K | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $1.46K | 0.00% | +4 | New |
| J.Safra Asset Management Corp | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $1.78K | 0.00% | +1+25.0% | Added |
| Minot DeBlois Advisors LLC | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $1.92K | 0.00% | +5 | New |
| Global Wealth Strategies & Associates | 6 | $2.22K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $2.22K | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 7 | $2.59K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 7 | $2.59K | 0.00% | +7 | New |
| Evolution Wealth Management Inc. | 7 | $2.59K | 0.00% | +7 | New |
| PayPay Securities Corp | 8 | $2.87K | 0.10% | +1+14.3% | Added |
| Tidemark, LLC | 8 | $2.96K | 0.00% | −9−52.9% | Reduced |
| Essential Partners LLC | 8 | $2.96K | 0.00% | +4+100.0% | Added |
| Winnow Wealth LLC | 8 | $2.96K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 10 | $3.70K | 0.00% | −5−33.3% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 11 | $4.07K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $4.07K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 11 | $4.07K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 12 | $4.26K | 0.00% | −1−7.7% | Reduced |
| DecisionPoint Financial, LLC | 12 | $4.37K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $4.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $4.44K | 0.00% | +2+20.0% | Added |
| Imprint Wealth LLC | 12 | $4.44K | 0.01% | +12 | New |
| Beaird Harris Wealth Management, LLC | 12 | $4.44K | 0.00% | +7+140.0% | Added |
| Kozak & Associates, Inc. | 13 | $4.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $4.81K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 13 | $5.00K | 0.00% | −4,940−99.7% | Reduced |
| City Holding Co | 14 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $5.17K | 0.00% | +4+40.0% | Added |
| Financial Life Planners | 15 | $5.48K | 0.00% | +15 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $5.54K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $5.55K | 0.00% | +15 | New |
| Orion Capital Management LLC | 15 | $5.57K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $5.68K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $6.28K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 17 | $6.28K | 0.00% | +17 | New |
| Cherry Tree Wealth Management, LLC | 17 | $6.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $6.38K | 0.00% | −5−22.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $6.65K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $6.66K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 18 | $6.66K | 0.00% | +5+38.5% | Added |
| Richardson Capital Management LLC | 20 | $7.39K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $7.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 21 | $7.70K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $8.13K | 0.00% | −10−31.3% | Reduced |
| LGT Financial Advisors LLC | 22 | $8.13K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 25 | $9.24K | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 27 | $9.98K | 0.00% | +27 | New |
| Bare Financial Services, Inc | 27 | $9.98K | 0.00% | +5+22.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 30 | $11.1K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $11.1K | 0.00% | +30 | New |
| Anfield Capital Management, LLC | 34 | $12.6K | 0.00% | +3+9.7% | Added |
| Delta Asset Management LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 35 | $12.9K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 37 | $13.7K | 0.01% | 00.0% | Unchanged |
| Guerra Advisors Inc | 39 | $14.4K | 0.01% | +39 | New |
| Country Trust Bank | 40 | $14.8K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 40 | $14.8K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 40 | $14.9K | 0.01% | +40 | New |
| Morse Asset Management, Inc | 41 | $15.2K | 0.00% | −1,389−97.1% | Reduced |
| Barrett & Company, Inc. | 42 | $15.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 44 | $16.1K | 0.01% | +1+2.3% | Added |
| Ameriflex Group, Inc. | 44 | $16.3K | 0.01% | −131−74.9% | Reduced |
| Coston, McIsaac & Partners | 47 | $17.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 47 | $17.4K | 0.01% | −459−90.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 47 | $17.4K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 48 | $17.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 50 | $18.0K | 0.01% | −201−80.1% | Reduced |
| Avion Wealth | 51 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $18.1K | 0.00% | +8+19.5% | Added |
| Cetera Trust Company, N.A | 50 | $18.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 50 | $18.5K | 0.01% | +50 | New |
| Signature Resources Capital Management, LLC | 51 | $18.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 51 | $18.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $19.2K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 52 | $19.2K | 0.00% | +52 | New |
| Truvestments Capital LLC | 55 | $20.3K | 0.00% | +55 | New |